Our People

Our Advisors

About Wingate Wealth Advisors

Jeffrey White

Jeffrey H. White, CFP^®

Financial Advisor, Partner

Gary Pomerantz

Gary Pomerantz, CFP^®

Financial Advisor, Partner

Matt Lasker

Matthew A. Lasker, CFP^®

Financial Advisor, Partner

John Slupski

John Slupski, CFP^®

Financial Advisor, Partner

Carol Khouri

Carol Khouri, CFP^®, CDFA™, CeFT^®

Financial Advisor, Principal

Women’s Financial Help Principal / Founder

Peter Frailey

Peter Frailey, CFP^®

Financial Advisor

Teo Ferreira

Teo Ferreira, CFP^®

Senior Financial Advisor

Andi McNamara

Andi McNamara, CFP^®

Director of Financial Planning

Our Staff

Joseph Evangelista

Joseph Evangelista

Director of Investment Research and Trading

Susan Hannah

Susan Hanna CeFT®

Client Relationship Administrator

Gail Kenny

Gail Kenny

Client Relationship Administrator

Chris Bekel

Chris Bekel

Associate Advisor

Carol Neal

Carol Neal

Receptionist

Carol Newman

Carol Newman IACCP^®

Compliance Officer

Jennifer Roberts

Jennifer Roberts

Director of Marketing

Kara Sullivan

Kara Sullivan

Corporate Accountant

Sue Wilkinson

Sue Wilkinson

Office Manager

Jake Horowitz

Jake Horowitz

Client Relationship Administrator / Portfolio Analyst

Lianna Deprey

Lianna Deprey

Client Service Manager

Marina Muehlke

Marina Muehlke

Paraplanner

Rachel Shilts

Rachel Shilts

Client Relationship Administrator

Michael-Daskalakis

Michael Daskalakis

Client Relationship Administrator